SMBA Regular Board Meeting

May 27, 2021 |  8:30 AM |  Via Zoom
1 Southwest Michigan Building Authority May 27, 2021 The SMBA regular meeting was held via Zoom. Chair Dusty Farmer called the meeting to order at 8:30 a.m. Board Roll Call: A roll call was taken to comply with the provisions of MCL 15.263(2)(a)(ii) regarding remote meeting attendance by board members. Present: Name Location Attending From Dusty Farmer, Chair, Oshtemo Township Oshtemo Township, Kalamazoo County, MI Carol DeHaan, Treasurer, Cooper Township Cooper Township, Kalamazoo County, MI Larry Stehouwer, Citizen Member, Cooper Cooper Township, Kalamazoo County, MI Cheri Bell, Oshtemo Township Oshtemo Township, Kalamazoo County, MI Also present were Building Official Garrett Reitenour, Attorney Jim Porter, Administrative Assistant Elvira Oropeza, and Board Secretary Kyle Gibson. Absent: Jeff Sorensen, Cooper Township Citizen Comments on Non-Agenda Items No public comment was provided. Consent Agenda – Meeting Minutes – April 22, 2021 Regular Meeting – May 2021 Financial Reports – May 2021 Budget Amendments and Adjustments A motion was made by Carol DeHaan and supported by Larry Stehouwer to approve the consent agenda as presented. Opposed: None The Chair declared that the motion was carried 4-0, with 1 absent. Office Manager’s Report on Audit Progress and Updated Chart of Accounts Project Office Manager Kyle Gibson shared that the SeberTans financial audit was progressing without any perceived issues, and that he anticipated a SeberTans representative to be present at our June meeting to present the audit findings. Mr. Gibson also shared that we recently completed the last phase of the updated chart of accounts project with BS&A, meaning that SMBA is now compliant with the State of Michigan’s uniform chart of accounts ahead of the compliance deadline. No board action was taken. 2 Memo Re: SeamlessDocs Proposal Mr. Gibson presented the proposal documents contained in the board packet for the software as a service offering from SeamlessDocs. Board discussion was held regarding the merits of the software. Attorney Jim Porter shared that the e-signature functionality of the software would be beneficial to the legal footing of the authority in the event that such a matter should arise. Board consensus was that the software would be a worthwhile investment for the Authority. A motion was made by Carol DeHaan and supported by Cheri Bell to authorize the office manager to enter into a contract with SeamlessDocs using the advertised option to prorate the contract through the end of 2021. Chair Farmer requested an update on the utility of the software from the office manager at the end of the year. Opposed: None The Chair declared that the motion was carried 4-0, with 1 absent. Consideration of Letter from Brad Meyers re: Deck Permit PB21-02-0291 at 10528 N Riverview Dr. (Cooper Township) Chair Farmer presented some background information for the information which was included in the packet, including a letter from Mr. Meyers, a series of emails between Cooper Township staff, Authority Staff, and himself, and a receipt for a bill of materials for the construction of his deck. Building Official Garrett Reitenour provided additional background information to the board. The board deliberated on the two primary issues raised by Mr. Meyers. Regarding the matter of the permit fee calculation, board consensus was that the cost of materials had no bearing on the construction valuation, and therefore adjustment of the permit fee was not warranted. Furthermore, member Cheri Bell noted that the use of a standardized construction valuation was the most equitable method of the application of fees to all residents, and making an exception in this case would not be equitable to others. Regarding the request to waive the $50 notice of violation fee, board consensus was that given the fact that the fee is intended to recoup the Authority’s labor costs for posting the notice, and given the fact that multiple notices of violations have been issued, and given the fact that Mr. Meyers is only being billed for one of those notices (i.e. the Authority has already waived one fee), waiver of the fee was not warranted. Chair Farmer requested that Mr. Gibson reply to Mr. Meyers with the board’s decision, providing a summary of the reasoning for the board’s denial of the request. No board action was taken. Board Chair’s Report Chair Farmer had nothing to report. Other Business No other business was brought before the board. Seeing and hearing no other business, and having exhausted the agenda, Chair Farmer declared the meeting Adjourned at 9:15 a.m. Next Regular Meeting – June 24th – 8:30 a.m.
Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org Regular Board Meeting May 27th, 2021 8:30 AM Via Zoom Meeting Link: https://zoom.us/j/94963176726 Meeting ID: 949 6317 6726 Call-in Number: +1 312 626 6799 US (Chicago) Citizen Comments may be submitted in writing via email to kjgibson@swmiba.org by the close of business the day before the meeting date listed above, and will be read aloud during that portion of the meeting. Citizens are also welcomed to speak during the public comment session, but are asked to remain muted for the remainder of the meeting. Agenda (Revised 2021-05-26) 1. Call to Order 2. Roll Call – Provide the City/Township/Village and County from which you are attending. 3. Citizen Comments on Non-Agenda Items a. Reading of Public Comment – Kyle Gibson 4. Consent Agenda a. Meeting Minutes – April 4, 2021 Regular Meeting b. May 2021 Financial Reports c. May 2021 Budget Amendments & Adjustments 5. Office Manager’s Report on Audit Progress and Updated Chart of Accounts Project 6. Memo Re: SeamlessDocs Proposal 7. Consideration of Letter from Brad Meyers re: Deck Permit PB21-02-0291 at 10528 N Riverview Dr. (Cooper Township) 8. Board Chair’s Report 9. Other Business 10.Adjournment 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 1 of 60 1 Southwest Michigan Building Authority April 22, 2021 The SMBA regular meeting was held via Zoom. Chair Dusty Farmer called the meeting to order at 8:33 a.m. Board Roll Call: A roll call was taken to comply with the provisions of MCL 15.263(2)(a)(ii) regarding remote meeting attendance by board members. Present: Name Location Attending From Dusty Farmer, Chair, Oshtemo Township Oshtemo Township, Kalamazoo County, MI Jeff Sorensen, Cooper Township Cooper Township, Kalamazoo County, MI Carol DeHaan, Treasurer, Cooper Township Cooper Township, Kalamazoo County, MI Larry Stehouwer, Citizen Member, Cooper Cooper Township, Kalamazoo County, MI Cheri Bell, Oshtemo Township Oshtemo Township, Kalamazoo County, MI Also present were Building Official Garrett Reitenour, Attorney Jim Porter, and Board Secretary Kyle Gibson. Citizen Comments on Non-Agenda Items No public comment was provided. Consent Agenda – Meeting Minutes – March 28, 2021 Regular Meeting – April 2021 Financial Reports – April 2021 Budget Amendments and Adjustments – Memo Re: Request for Authorization to Sell Equipment A motion was made by Jeff Sorensen and supported by Larry Stehouwer to approve the consent agenda as presented. Opposed: None The Chair declared that the motion was carried 5-0. Update on SMBA & Texas Charter Township Interlocal Agreement Mr. Gibson provided the board with a summary of the activity regarding the agreement since the last meeting. No board action was taken. Board Chair’s Report Chair Farmer shared that there had been a disagreement with a local business owner regarding the actions and authority of the Building Official. Mr. Porter shared that he had communicated with the owner, and believed that the Building Official’s actions were within the bounds of the authority provided him by the law. Chair Farmer shared that the owner was invited to make a formal complaint to the board, which was refused by the owner. The board has not received a 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 2 of 60 2 formal complaint. Mr. Reitenour shared a status update on the property. Following brief discussion, the board directed Mr. Reitenour to send a notice to the permit applicant requesting an update on the project. No board action was taken. Other Business (Item 1) Office Manager Gibson requested the board’s blessing to begin a process of updating and reformatting the Authority’s policy documents inclusive of the employee handbook, individual policy documents, bylaws, and the interlocal governmental agreement between Oshtemo and Cooper townships. After some discussion by board members, Chair Farmer requested a comprehensive list of the documents Mr. Gibson would like to update for review at the next regular meeting. Board consensus was to allow Mr. Gibson to move forward with the project provided that he provide regular progress updates and notify the board of any impact on daily operations resulting from time spent working on the project. (Item 2) Mr. Gibson requested that SMBA become the official document repository rather than Attorney Porter’s office. Chair Farmer voiced concerns regarding the sharing of such documents with the member jurisdictions should a jurisdiction withdraw or should SMBA be dissolved. The board held brief discussion. Mr. Gibson recommended that the interlocal agreement be amended to require that all such documents be provided to a member jurisdiction upon request, upon withdrawal from SMBA, or if SMBA were to be dissolved. Chair Farmer voiced support for that recommendation, and board consensus was that Mr. Gibson should work with Mr. Porter to develop that amendment during the course of the project outlined earlier in the meeting. Seeing and hearing no other business, and having exhausted the agenda, Chair Farmer Adjourned the meeting at 8:59 a.m. Next Regular Meeting – May 27th – 8:30 a.m. 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 3 of 60 Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org Financial Reports for: May 2021 As of 2021-05-21 1. Permit Revenue & Inspections Report 2. Miscellaneous Revenue Report 3. Accounts Payable Detailed Disbursement Report 4. Payroll Expense Report 5. Budget Snapshot 6. Bank Account Balance Report 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 4 of 60 SOUTHWEST MICHIGAN BUILDING AUTHORITY REVENUE / INSPECTIONS REPORT Reporting Period: 04/16/2021 to 05/21/2021 Building Electrical Mechanical Plumbing Totals Oshtemo 86 36 41 21 184 Revenue $48,845.50 $8,073.00 $6,806.50 $2,188.00 $65,913.00 YTD Oshtemo 197 125 166 83 571 YTD Revenue $139,348.00 $23,739.25 $29,136.00 $12,265.00 $204,488.25 Cooper 42 15 14 9 80 Revenue $9,208.00 $1,919.00 $1,695.00 $1,468.00 $14,290.00 YTD Cooper 96 53 57 29 235 YTD Revenue $27,033.50 $9,153.00 $9,901.00 $9,038.00 $55,125.50 Total Permits 128 51 55 30 264 Total Revenue $58,053.50 $9,992.00 $8,501.50 $3,656.00 $80,203.00 YTD Total Permits 293 178 223 112 806 YTD Total Revenue $166,381.50 $32,892.25 $39,037.00 $21,303.00 $259,613.75 Building Electrical Mechanical Plumbing Totals Oshtemo Inpsections 188 56 72 44 360 Cooper Inspections 89 27 18 15 149 YTD Oshtemo Inspections 560 270 323 230 1383 YTD Cooper Inspections 301 105 99 65 570 Total Inspections 277 83 90 59 509 YTD Total Inspections 861 375 422 295 1953 Permit Revenue Inspections 0 100 200 300 400 500 600 $0.00 $10,000.00 $20,000.00 $30,000.00 $40,000.00 $50,000.00 $60,000.00 $70,000.00 $80,000.00 $90,000.00 2021 Revenue by Month 2020 Revenue by Month 2021 Inspections by Month 2020 Inspections by Month Printed 5/21/2021 at 11:03 AM I:\Board Packets\01 TEMPLATES\Revenue & Inspections Report 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 5 of 60 Approved by State Board of Accounts for the Southwest Michigan Building Authority, 2017 05/21/2021 11:05 AM RECEIPT ITEM LISTING FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/1 User: kgibson DB: Smba Post Date from 04/16/2021 – 05/21/2021 Open And Completed Receipts Receipt Item Reference Receipt # Date Amount Status MISC MISCELLANEOUS REVENUE 7619 04/19/2021 2.00 C Grand Total: 2.00 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 6 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/13/2021 Y 1,550.00 CASSOPOLIS MI, 49031 / / 0.0000 N 0.00 1613 21670 SHIAWASSEE 05/13/2021 N 1,550.00 ADAHLGREN ADAM J DAHLGREN 05/13/2021 2021-05-13.1 SWBA BUILDING INSPECTIONS 2021-05-10 TO 2021569-273-80100 Building Inspector 1,550.00 VENDOR TOTAL: 1,550.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/31/2021 N 1,760.60 SOUTH BEND IN, 46601 / / 0.0000 N 0.00 1607 460 STULL ST STE 200 05/06/2021 N 1,760.60 AUNALYTICS AUNALYTICS, INC 05/06/2021 29942450 SWBA CLOUD HOSTING SERVICES ACCT# C-001528 J569-273-80900 IT Support / Website Host 1,760.60 VENDOR TOTAL: 1,760.60 GL NUMBER DESCRIPTION AMOUNT Paid 04/26/2021 N 298.00 Lansing MI, 48911 04/26/2021 0.0000 N 0.00 1589 2505 South Waiverly Hwy 04/26/2021 N 0.00 MISC Ayers Basement Systems 04/26/2021 00031616 SWBA BD Payment Refund 569-272-49100 01. Building Fee 198.00 569-272-49100 10. Required Inspections 100.00 298.00 VENDOR TOTAL: 298.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/28/2021 N 3,579.66 DETROIT MI, 48267 / / 0.0000 N 0.00 1619 PO BOX 674416 05/17/2021 N 3,579.66 BCBS BLUE CROSS BLUE SHIELD OF MICHIGAN 05/17/2021 007043238 SWBA HEALTH INSURANCE JUN 2021 569-273-71002 Health Insurance 3,579.66 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 7 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 2/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID VENDOR TOTAL: 3,579.66 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 8 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 3/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/04/2021 N 2,080.00 GRANDVILLE MI, 49418 / / 0.0000 N 0.00 1604 3097 PINEDALE DR SW 05/04/2021 N 2,080.00 CODE CODE SOURCE PC 05/04/2021 114020.2 SWBA REVIEW REVISED PLANS JSMBA20-05-0681 BU569-273-80500 Plan Review 2,080.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/14/2021 N 2,177.50 GRANDVILLE MI, 49418 / / 0.0000 N 0.00 1614 3097 PINEDALE DR SW 05/14/2021 N 2,177.50 CODE CODE SOURCE PC 05/14/2021 115321.1 SWBA PANERA 5119 W MAIN ST PB21-05-0099 JSMBA569-273-80500 Plan Review 2,177.50 GL NUMBER DESCRIPTION AMOUNT Paid 05/14/2021 N 140.00 GRANDVILLE MI, 49418 / / 0.0000 N 0.00 1615 3097 PINEDALE DR SW 05/14/2021 N 140.00 CODE CODE SOURCE PC 05/14/2021 115321.2 SWBA PANERA 5119 W MAIN ST PB21-05-0099 JSMBA569-273-80500 Plan Review 140.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/20/2021 N 275.00 GRANDVILLE MI, 49418 / / 0.0000 N 0.00 1582 3097 PINEDALE DR SW 04/20/2021 N 275.00 CODE CODE SOURCE PC 04/20/2021 115621.1 SWBA REVIEW FOR WALGREENS PHARMACY REMODEL 5569-273-80500 Plan Review 275.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/22/2021 N 110.00 GRANDVILLE MI, 49418 / / 0.0000 N 0.00 1587 3097 PINEDALE DR SW 04/22/2021 N 110.00 CODE CODE SOURCE PC 04/22/2021 115621.2 SWBA 2ND REVIEW FOR WALGREENS PHARMACY REMOD569-273-80500 Plan Review 110.00 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 9 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 4/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID VENDOR TOTAL: 4,782.50 GL NUMBER DESCRIPTION AMOUNT Paid 04/26/2021 N 55.00 Lansing MI, 48911 04/26/2021 0.0000 N 0.00 1591 2505 S. Waverly HWY 04/26/2021 N 0.00 MISC East End Plumbing 04/26/2021 00030986 SWBA BD Payment Refund 569-272-49400 05. Sewage ejector, sumps 5.00 569-272-49400 24. Inspection – Final 50.00 55.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/26/2021 N 55.00 Lansing MI, 48911 04/26/2021 0.0000 N 0.00 1590 2505 S. Waverly HWY 04/26/2021 N 0.00 MISC East End Plumbing 04/26/2021 00031617 SWBA BD Payment Refund 569-272-49400 05. Sewage ejector, sumps 5.00 569-272-49400 24. Inspection – Final 50.00 55.00 VENDOR TOTAL: 110.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/03/2021 N 50.00 KALAMAZOO MI, 49006 / / 0.0000 N 0.00 1595 927 PICCADILLY RD 05/03/2021 N 50.00 EOROPEZA ELVIRA OROPEZA 05/03/2021 2021-05-03.2 SWBA CELL PHONE REIMBURSEMENT APR 2021 569-273-85000 Telephone 50.00 VENDOR TOTAL: 50.00 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 10 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 5/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/03/2021 N 50.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1596 35063 23RD ST 05/03/2021 N 50.00 GREITENOUR GARRETT REITENOUR 05/03/2021 2021-05-03.3 SWBA CELL PHONE REIMBURSEMENT APR 2021 569-273-85000 Telephone 50.00 VENDOR TOTAL: 50.00 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 11 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 6/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 04/20/2021 Y 1,350.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1585 6323 WINDDRIFT AVE 04/20/2021 N 1,350.00 GHECKMAN GARYAIRE, LLC 04/20/2021 2021-04-20.2 SWBA PLUMBING / MECHANICAL / ELECTRICAL INSP569-273-80400 Plumbing Inspector 650.00 569-273-80300 Mechanical Inspector 650.00 569-273-80200 Electrical Inspector 50.00 1,350.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/04/2021 Y 2,050.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1603 6323 WINDDRIFT AVE 05/04/2021 N 2,050.00 GHECKMAN GARYAIRE, LLC 05/04/2021 2021-05-04.3 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80400 Plumbing Inspector 600.00 569-273-80300 Mechanical Inspector 1,400.00 569-273-80200 Electrical Inspector 50.00 2,050.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/17/2021 Y 1,000.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1621 6323 WINDDRIFT AVE 05/17/2021 N 1,000.00 GHECKMAN GARYAIRE, LLC 05/17/2021 2021-05-17.2 SWBA PLUMBING / MECHANICAL INSPECTIONS 569-273-80400 Plumbing Inspector 700.00 569-273-80300 Mechanical Inspector 300.00 1,000.00 VENDOR TOTAL: 4,400.00 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 12 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 7/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/03/2021 N 50.00 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1594 537 WEALTHY ST 05/03/2021 N 50.00 KGIBSON KYLE GIBSON 05/03/2021 2021-05-03.1 SWBA CELL PHONE REIMBURSEMENT APR 2021 569-273-85000 Telephone 50.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/03/2021 N 6.94 KALAMAZOO MI, 49009 / / 0.0000 N 0.00 1597 537 WEALTHY ST 05/03/2021 N 6.94 KGIBSON KYLE GIBSON 05/03/2021 2021-05-03.4 SWBA MILEAGE REIMBURSEMENT APR 2021 569-273-86100 Mileage 6.94 VENDOR TOTAL: 56.94 GL NUMBER DESCRIPTION AMOUNT Paid 05/22/2021 N 653.64 KALAMAZOO MI, 49009-1332 / / 0.0000 N 0.00 1598 811 S DRAKE RD 05/03/2021 N 653.64 VISA MERCANTILE VISA 05/03/2021 2021-05-03.5 SWBA VISA BILL APR 2021 569-273-86000 Vehicle Gas / Maintenance 142.00 569-273-86000 CAR WASH MONTHLY SUBSCRIPTION 29.99 569-273-72800 Shipping / Postage 182.90 569-273-80900 ADOBE ACROBAT PRO DC RENEWAL 203.88 569-273-86000 12V INVERTER FOR TRUCK 29.87 569-273-80900 AVADA LICENSE FOR WEBSITE 65.00 653.64 VENDOR TOTAL: 653.64 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 13 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 8/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/03/2021 N 250.00 KALAMAZOO MI, 49001-3308 / / 0.0000 N 0.00 1600 PO BOX 3308 05/03/2021 N 250.00 MI PRINT MI PRINT WORKS 05/03/2021 5541210405 SWBA #10 WINDOW SECURITY ENVELOPES RE-ORDER 569-273-72800 Shipping / Postage 250.00 VENDOR TOTAL: 250.00 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 14 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 9/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 04/20/2021 Y 1,650.00 COLDWATER MI, 49036 / / 0.0000 N 0.00 1586 426 SARAH LN 04/20/2021 N 1,650.00 TTHATCHER MP SERVICES LLC 04/20/2021 2021-04-20.3 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 1,200.00 569-273-80400 Plumbing Inspector 450.00 1,650.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/04/2021 Y 1,000.00 COLDWATER MI, 49036 / / 0.0000 N 0.00 1602 426 SARAH LN 05/04/2021 N 1,000.00 TTHATCHER MP SERVICES LLC 05/04/2021 2021-05-04.2 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 700.00 569-273-80400 Plumbing Inspector 300.00 1,000.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/17/2021 Y 1,100.00 COLDWATER MI, 49036 / / 0.0000 N 0.00 1622 426 SARAH LN 05/17/2021 N 1,100.00 TTHATCHER MP SERVICES LLC 05/17/2021 2021-05-17.3 SWBA MECHANICAL / PLUMBING INSPECTIONS 569-273-80300 Mechanical Inspector 550.00 569-273-80400 Plumbing Inspector 550.00 1,100.00 VENDOR TOTAL: 3,750.00 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 15 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 10/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/09/2021 N 168.53 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1592 PO BOX 633301 04/27/2021 N 168.53 OFFICE DEP OFFICE DEPOT 04/27/2021 167602969001 SWBA OFFICE SUPPLIES 569-273-72700 Supplies 168.53 GL NUMBER DESCRIPTION AMOUNT Paid 05/23/2021 N 282.31 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1610 PO BOX 633301 05/10/2021 N 282.31 OFFICE DEP OFFICE DEPOT 05/10/2021 170300636001 SWBA OFFICE SUPPLIES 569-273-72700 Supplies 282.31 GL NUMBER DESCRIPTION AMOUNT Paid 05/30/2021 N 24.77 CINCINNATI OH, 45263-3301 / / 0.0000 N 0.00 1618 PO BOX 633301 05/17/2021 N 24.77 OFFICE DEP OFFICE DEPOT 05/17/2021 172511436001 SWBA OFFICE SUPPLIES 569-273-72700 Supplies 24.77 VENDOR TOTAL: 475.61 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 16 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 11/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/19/2021 Y 650.00 VAN BUREN TWP MI, 48111-1677 / / 0.0000 N 0.00 1623 9593 REVERE DR 05/19/2021 N 650.00 REDMOND REDMOND ENGINEERING & DESIGN 05/19/2021 21-008 SWBA FS REVIEW COOPERS LANDING BLDG 27 3559/569-273-80500 Plan Review 650.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/19/2021 Y 650.00 VAN BUREN TWP MI, 48111-1677 / / 0.0000 N 0.00 1624 9593 REVERE DR 05/19/2021 N 650.00 REDMOND REDMOND ENGINEERING & DESIGN 05/19/2021 21-009 SWBA FS REVIEW COOPERS LANDING BLDG 28 3565/569-273-80500 Plan Review 650.00 VENDOR TOTAL: 1,300.00 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 17 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 12/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/01/2021 N 133.00 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1593 PO BOX 802815 04/30/2021 N 133.00 RICOH RICOH 04/30/2021 1088112388 SWBA CYAN PRINT CARTRIDGES FOR MP CW220 569-273-72700 Supplies 133.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/06/2021 N 266.00 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1599 PO BOX 802815 05/03/2021 N 266.00 RICOH RICOH 05/03/2021 1088146689 SWBA BLACK PRINT CARTRIDGE FOR MP-CW2200 569-273-72700 Supplies 266.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/07/2021 N 133.00 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1606 PO BOX 802815 05/04/2021 N 133.00 RICOH RICOH 05/04/2021 1088165575 SWBA YELLOW PRINT CARTRIDGES MP CW2200 569-273-72700 Supplies 133.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/08/2021 N 133.00 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1605 PO BOX 802815 05/04/2021 N 133.00 RICOH RICOH 05/04/2021 1088170806 SWBA MAGENTA PRINT CARTRIDGES MP CW2200 569-273-72700 Supplies 133.00 GL NUMBER DESCRIPTION AMOUNT Paid 04/25/2021 N 106.81 CHICAGO IL, 60680-2815 / / 0.0000 N 0.00 1583 PO BOX 802815 04/20/2021 N 106.81 RICOH RICOH 04/20/2021 5061835399 SWBA COPIER 569-273-95600 Equipment / Maintenance 106.81 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 18 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 13/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID VENDOR TOTAL: 771.81 GL NUMBER DESCRIPTION AMOUNT Paid 05/12/2021 N 380.00 KALAMAZOO MI, 49002 / / 0.0000 N 0.00 1611 246 E KILGORE 05/12/2021 N 380.00 SIEGFRIED SIEGFRIED CRANDALL P.C. 05/12/2021 106187 SWBA ACCOUNTING SERVICES APR 2021 569-273-80700 STEVE – AUDIT PREP 236.25 569-273-80700 ANN – CASH RECONCILIATIONS & FILE IMPORT 210.00 569-273-80700 LESS DISCOUNT (66.25) 380.00 VENDOR TOTAL: 380.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/28/2021 N 67.70 CAROL STREAM IL, 60197 / / 0.0000 N 0.00 1609 PO BOX 4181 05/10/2021 N 67.70 SPRINT SPRINT 05/10/2021 144563305-031 SWBA MOBILE HOTSPOT USAGE APR 2021 569-273-80900 IT Support / Website Host 67.70 VENDOR TOTAL: 67.70 GL NUMBER DESCRIPTION AMOUNT Paid 06/01/2021 N 147.04 PHILADELPHIA PA, 19170 / / 0.0000 N 0.00 1617 PO BOX 7247 -0381 05/17/2021 N 147.04 SUN LIFE SUN LIFE FINANCIAL 05/17/2021 247757 SWBA LIFE INSURANCE JUN 2021 569-273-71003 Disability / Life Insurance 147.04 VENDOR TOTAL: 147.04 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 19 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 14/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 05/28/2021 N 379.56 CHICAGO IL, 60677-8000 / / 0.0000 N 0.00 1612 8020 SOLUTIONS CENTER 05/12/2021 N 379.56 TELNET TELNET WORLDWIDE 05/12/2021 220671 SWBA PHONE 569-273-85000 Telephone 379.56 VENDOR TOTAL: 379.56 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 20 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 15/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 04/26/2021 N 25.43 CHICAGO IL, 60680-9488 / / 0.0000 N 0.00 1581 P.O. BOX 809488 04/19/2021 N 25.43 UPS UPS 04/20/2021 000076R70Y161 SWBA SHIPPING FOR JSMBA21-05-0194 5020 W MAI569-273-72800 Shipping / Postage 25.43 GL NUMBER DESCRIPTION AMOUNT Paid 05/03/2021 N 40.76 CHICAGO IL, 60680-9488 / / 0.0000 N 0.00 1588 P.O. BOX 809488 04/26/2021 N 40.76 UPS UPS 04/26/2021 000076R70Y171 SWBA SHIPPING FOR JSMBA21-05-0214 1060 N 10T569-273-72800 Shipping / Postage 40.76 GL NUMBER DESCRIPTION AMOUNT Paid 05/17/2021 N 33.05 CHICAGO IL, 60680-9488 / / 0.0000 N 0.00 1608 P.O. BOX 809488 05/10/2021 N 33.05 UPS UPS 05/10/2021 000076R70Y191 SWBA SHIPPING FOR PLAN REVIEW MULTIPLE PROJE569-273-72800 FS REVIEW PM21-05-0194 BURLINGTON CF 14.99 569-273-72800 MEP DWGS JSMBA21-05-0214 1060 N 10TH ST 18.06 33.05 GL NUMBER DESCRIPTION AMOUNT Paid 05/24/2021 N 33.05 CHICAGO IL, 60680-9488 / / 0.0000 N 0.00 1616 P.O. BOX 809488 05/17/2021 N 33.05 UPS UPS 05/17/2021 000076R70Y201 SWBA SHIPPING FOR MULTIPLE PROJECTS 569-273-72800 PM21-05-0205 6480 TECHNOLOGY AVE STE C 14.99 569-273-72800 JSMBA21-05-0277 2575 N DRAKE RD DIALYSIS 18.06 33.05 VENDOR TOTAL: 132.29 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 21 of 60 Due Date 1099 Net Amount City/State/Zip Disc. Date Disc. % Sep CK Discount Ref # Address CK Run Date PO Hold Gross Amount Vendor Code Vendor name Post Date Invoice Bank Invoice Description 05/21/2021 11:06 AM INVOICE APPROVAL BY INVOICE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 16/16 User: kgibson DB: Smba POST DATES 04/16/2021 – 05/21/2021 BOTH JOURNALIZED AND UNJOURNALIZED PAID GL NUMBER DESCRIPTION AMOUNT Paid 04/20/2021 Y 1,950.00 MATTAWAN MI, 49071 / / 0.0000 N 0.00 1584 38159 24TH ST 04/20/2021 N 1,950.00 WWILCOX WILLIAM WILCOX 04/20/2021 2021-04-20.1 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 1,950.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/04/2021 Y 2,100.00 MATTAWAN MI, 49071 / / 0.0000 N 0.00 1601 38159 24TH ST 05/04/2021 N 2,100.00 WWILCOX WILLIAM WILCOX 05/04/2021 2021-05-04.1 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 2,100.00 GL NUMBER DESCRIPTION AMOUNT Paid 05/17/2021 Y 1,300.00 MATTAWAN MI, 49071 / / 0.0000 N 0.00 1620 38159 24TH ST 05/17/2021 N 1,300.00 WWILCOX WILLIAM WILCOX 05/17/2021 2021-05-17.1 SWBA ELECTRICAL INSPECTIONS 569-273-80200 Electrical Inspector 1,300.00 VENDOR TOTAL: 5,350.00 TOTAL – ALL VENDORS: 30,295.35 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 22 of 60 Fund Item Amount 05/21/2021 11:08 AM Page 1 of 1 For Journal Entries with Post Dates Between 03/16/2021 and 05/21/2021 Journal Totals By Fund Report Total Payroll: 35,706.32 Net Payment: 22,016.20 Gross Payment: 30,954.34 569 Pay Codes Amount HOURLY 9,805.65 IN LIEU OF 174.42 OVERTIME 54.02 PTO 2,337.42 SALARY 9,644.69 Pay Code Totals: 22,016.20 Deductions Amount FITW 2,011.09 HSA_EE 900.00 MEDICARE_EE 435.79 PENSION_EE_PRE 280.29 PENSION_EE_ROTH 2,257.45 SITW 1,190.15 SOCSEC_EE 1,863.37 Deduction Totals: 8,938.14 Expenses Amount MEDICARE_ER 435.79 PENSION_ER 1,226.41 PENSION_ER_MTCH 1,226.41 SOCSEC_ER 1,863.37 Expense Totals: 4,751.98 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 23 of 60 SOUTHWEST MICHIGAN BUILDING AUTHORITY BANK BALANCE REPORT Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec 2020 $363,688.08 $374,395.69 $367,084.01 $364,749.52 $366,304.26 $376,755.31 $410,190.86 $363,684.45 $454,864.86 $482,472.44 $521,651.20 $ 513,525.33 2021 $503,222.53 $523,735.52 $538,097.75 $534,031.68 $547,884.78 $0.00 $100,000.00 $200,000.00 $300,000.00 $400,000.00 $500,000.00 $600,000.00 Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Bank Account Balance by Month 2020 2021 Printed 5/21/2021 at 11:03 AM I:\Board Packets\01 TEMPLATES\Revenue & Inspections Report 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 24 of 60 05/21/2021 11:09 AM REVENUE AND EXPENDITURE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 1/2 User: kgibson DB: Smba PERIOD ENDING 05/31/2021 % Fiscal Year Completed: 41.37 % BDGT USED AVAILABLE BALANCE ACTIVITY FOR MONTH 05/31/2021 YTD BALANCE 05/31/2021 2021 GL NUMBER DESCRIPTION AMENDED BUDGET Fund 569 – Building Authority Revenues Dept 000 – A&L, Balance Sheet Accounts 569-000-99999 Carryover 7,725.00 0.00 0.00 7,725.00 0.00 Total Dept 000 – A&L, Balance Sheet Accounts 7,725.00 0.00 0.00 7,725.00 0.00 Dept 272 – Revenue Accounts 569-272-49100 Building Permits 300,000.00 110,433.70 (3,843.00) 189,566.30 36.81 569-272-49200 Electrical Permits 75,000.00 17,051.00 (8,727.00) 57,949.00 22.73 569-272-49300 Mechanical Permits 80,000.00 23,618.00 (11,875.50) 56,382.00 29.52 569-272-49400 Plumbing Permits 60,000.00 10,353.00 (9,179.00) 49,647.00 17.26 569-272-60701 FOIA Fees 0.00 78.25 7.15 (78.25) 100.00 569-272-62600 Building Services to Others 0.00 0.00 0.00 0.00 0.00 569-272-62701 Building Inspections 0.00 38,760.00 38,760.00 (38,760.00) 100.00 569-272-62702 Electrical Inspections 0.00 15,495.00 15,495.00 (15,495.00) 100.00 569-272-62703 Mechanical Inspections 0.00 19,140.00 19,140.00 (19,140.00) 100.00 569-272-62704 Plumbing Inspections 0.00 11,795.00 11,795.00 (11,795.00) 100.00 569-272-63000 Plan Review 45,000.00 34,078.00 7,680.50 10,922.00 75.73 569-272-66300 Bond Forfeitures and Bond Costs 0.00 0.00 0.00 0.00 0.00 569-272-66500 Interest on Investments 2,000.00 330.69 0.00 1,669.31 16.53 569-272-67300 Gain/Loss on Sale of Assets 0.00 0.00 0.00 0.00 0.00 569-272-67500 Miscellaneous 500.00 454.25 0.00 45.75 90.85 Total Dept 272 – Revenue Accounts 562,500.00 281,586.89 59,253.15 280,913.11 50.06 TOTAL REVENUES 570,225.00 281,586.89 59,253.15 288,638.11 49.38 Expenditures Dept 273 – Building Authority Expense Activity 569-273-70200 Salaries 162,508.00 61,511.83 12,226.30 100,996.17 37.85 569-273-70203 Building Board of Appeals 0.00 0.00 0.00 0.00 0.00 569-273-70204 Board Member At Large Stipend 390.00 90.00 0.00 300.00 23.08 569-273-71002 Health Insurance 43,000.00 21,433.31 3,579.66 21,566.69 49.84 569-273-71003 Disability / Life Insurance 1,735.00 970.00 147.04 765.00 55.91 569-273-71004 Work Comp Insurance 2,500.00 2,140.00 0.00 360.00 85.60 569-273-71005 Payroll Taxes – FICA 12,432.00 4,612.25 914.66 7,819.75 37.10 569-273-71006 HSA 7,300.00 7,072.00 0.00 228.00 96.88 569-273-71009 Pension Plan 13,000.00 5,954.15 972.54 7,045.85 45.80 569-273-71101 In Lieu of Insurance 1,170.00 450.00 90.00 720.00 38.46 569-273-71102 Clothing Allowance 1,500.00 0.00 0.00 1,500.00 0.00 569-273-71103 Education / Membership Dues 4,000.00 1,202.85 0.00 2,797.15 30.07 569-273-72700 Supplies 3,000.00 2,015.56 839.08 984.44 67.19 569-273-72800 Postage / Shipping 2,500.00 1,286.48 499.00 1,213.52 51.46 569-273-72900 General Insurance 9,000.00 8,570.00 0.00 430.00 95.22 569-273-80100 Building Inspector 10,000.00 1,950.00 1,550.00 8,050.00 19.50 569-273-80200 Electrical Inspector 35,000.00 18,100.00 3,450.00 16,900.00 51.71 569-273-80300 Mechanical Inspector 30,000.00 18,750.00 2,950.00 11,250.00 62.50 569-273-80400 Plumbing Inspector 35,000.00 13,050.00 2,150.00 21,950.00 37.29 569-273-80500 Plan Review 40,000.00 26,943.50 5,697.50 13,056.50 67.36 569-273-80600 Consultants 0.00 0.00 0.00 0.00 0.00 569-273-80700 Accounting / Audit Fees 13,000.00 4,393.25 380.00 8,606.75 33.79 569-273-80800 Legal Fees 5,000.00 1,545.00 0.00 3,455.00 30.90 569-273-80900 IT Support / Website Host 35,000.00 12,299.92 2,097.18 22,700.08 35.14 569-273-85000 Telephone 6,300.00 2,635.46 529.56 3,664.54 41.83 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 25 of 60 05/21/2021 11:09 AM REVENUE AND EXPENDITURE REPORT FOR SOUTHWEST MICHIGAN BUILDING AUTHORITY Page: 2/2 User: kgibson DB: Smba PERIOD ENDING 05/31/2021 % Fiscal Year Completed: 41.37 % BDGT USED AVAILABLE BALANCE ACTIVITY FOR MONTH 05/31/2021 YTD BALANCE 05/31/2021 2021 GL NUMBER DESCRIPTION AMENDED BUDGET Fund 569 – Building Authority Expenditures 569-273-86000 Vehicle Gas / Maintenance 3,000.00 858.79 201.86 2,141.21 28.63 569-273-86100 Mileage 500.00 60.48 6.94 439.52 12.10 569-273-94000 Facility Rent 21,000.00 21,000.00 0.00 0.00 100.00 569-273-95500 Miscellaneous 0.00 0.00 0.00 0.00 0.00 569-273-95600 Equipment / Maintenance 850.00 575.85 0.00 274.15 67.75 569-273-96500 Bank Service Charges 500.00 212.00 0.00 288.00 42.40 569-273-96800 Depreciation Expense 0.00 0.00 0.00 0.00 0.00 569-273-97100 Capital Outlay 22,000.00 15,535.40 0.00 6,464.60 70.62 569-273-97200 Capital Outlay – Vehicle 0.00 0.00 0.00 0.00 0.00 569-273-99300 Interest/Penalty IRS/State Withholdings 0.00 0.00 0.00 0.00 0.00 Total Dept 273 – Building Authority Expense Activity 521,185.00 255,218.08 38,281.32 265,966.92 48.97 TOTAL EXPENDITURES 521,185.00 255,218.08 38,281.32 265,966.92 48.97 NET OF REVENUES & EXPENDITURES 49,040.00 26,368.81 20,971.83 22,671.19 53.77 TOTAL EXPENDITURES 521,185.00 255,218.08 38,281.32 265,966.92 48.97 TOTAL REVENUES 570,225.00 281,586.89 59,253.15 288,638.11 49.38 Fund 569 – Building Authority: NET OF REVENUES & EXPENDITURES 49,040.00 26,368.81 20,971.83 22,671.19 53.77 TOTAL EXPENDITURES – ALL FUNDS 521,185.00 255,218.08 38,281.32 265,966.92 48.97 TOTAL REVENUES – ALL FUNDS 570,225.00 281,586.89 59,253.15 288,638.11 49.38 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 26 of 60 x Amendment Adjustment GL # Description Type Current Budget YTD Balance Amended Budget Amendment Amount 569-000-99999 Carryover Revenue $ 7,725.00 $ – $ (7,725.00) 569-272-49100 Building Permits Revenue $ 300,000.00 $ 110,433.70 $ 185,000.00 $ (115,000.00) 569-272-49200 Electrical Permits Revenue $ 75,000.00 $ 17,051.00 $ 40,000.00 $ (35,000.00) 569-272-49300 Mechanical Permits Revenue $ 80,000.00 $ 23,618.00 $ 35,000.00 $ (45,000.00) 569-272-49400 Plumbing Permits Revenue $ 60,000.00 $ 10,353.00 $ 32,000.00 $ (28,000.00) 569-272-60701 FOIA Fees Revenue $ – $ 78.25 $ 100.00 $ 100.00 569-272-62701 Building Inspections Revenue $ – $ 38,760.00 $ 95,000.00 $ 95,000.00 569-272-62702 Electrical Inspections Revenue $ – $ 15,495.00 $ 35,000.00 $ 35,000.00 569-272-62703 Mechanical Inspections Revenue $ – $ 19,140.00 $ 45,000.00 $ 45,000.00 569-272-62704 Plumbing Inspections Revenue $ – $ 11,795.00 $ 28,000.00 $ 28,000.00 $ – 569-273-72700 Supplies Expenditure $ 3,000.00 $ 2,015.56 $ 4,500.00 $ 1,500.00 569-273-80300 Mechanical Inspector Expenditure $ 30,000.00 $ 18,750.00 $ 45,000.00 $ 15,000.00 569-273-80400 Plumbing Inspector Expenditure $ 35,000.00 $ 13,050.00 $ 28,000.00 $ (7,000.00) $ – GL # Description Type To align actual revenues with over budget accounts and provide for additional expected revenue. To align actual expenses with over budget accounts and provide for additional expected expenditures. To account for newly created GL numbers. Current budgeted revenues as amended are $570,225 and expenses of $521,185, net $49,040. The requested amendments would result in total budgeted revenues of $542,600 and expenses of $530,685, net $11,915. Budget Adjustment Request Totals $ – $ – Describe Reason for Request: Budget Amendment Request Revenues ( -$27,625.00 ) DR Amount CR Amount Expenditures ( $9,500.00 ) 5/21/2021 Budget Amendment / Adjustment Request Form Southwest Michigan Building Authority Request Type: Requested By: Kyle Gibson, Office Manager I:\Board Packets\2021\2021-05-27\Budget Adjustment or Amendment Request Form 1 of 1 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 27 of 60 Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org MEMORANDUM To: SMBA Board From: Office Manager Date: 2021-04-28 Re: Proposal from SeamlessDocs for Software as a Service (SaaS) Purpose To obtain authorization from the board to accept a proposal from SeamlessDocs (the “Vendor”) for the use of their SaaS offering. Background The Authority currently uses fillable PDF forms for applicants to submit permit applications. In order to submit these forms, applicants must download the PDF file to their computer, fill it out, and return the form to as an email attachment or via the mail. Value Proposition The Vendor’s SaaS platform would allow applicants to complete and submit an application completely from within their browser. Applicants would no longer need to download the file to their computer and email it in to us. The platform supports e-signatures, attachment uploads, and conditional logic. Using the platform, we would also be able to make certain fields “required”, meaning that the form could not be submitted unless the field is filled out by the applicant. A fair amount of our staff’s processing time is in tracking down incomplete submissions, and it is my opinion that the implementation of the platform could significantly reduce the amount of time spent by staff tracking down missing information and correcting incorrectly completed forms. Cost Pricing proposals are attached to this memorandum. Under the “Pilot” program, the cost for 1 year would be $6,465. This is the subscription level I would recommend. Also provided is pricing for the “Small” program. Tier 1 is the next level above the “Pilot” program, and is provided for comparison. Request A request is made to authorize the purchase of an annual subscription to the Vendor’s SaaS platform under the “Pilot” program. Discounts are available for purchasing the subscription in multi-year terms. The Vendor will prorate the first year to align with our budget year. My recommendation is to complete the prorated term to ensure that the platform is a good fit for the Authority, and then renew with a 3-or-5-year term in the 2022 fiscal year. 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 28 of 60 GovOS Studio Pricing Guide 2021 Software Subscriptions & Services GovOS, Inc. 6300 Cedar Springs RD Dallas, Texas, 75235 (214) 351- 4800 info@kofile.us 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 29 of 60 Pilot: Subscription Pricing P R I C I N G – E N T E R P R I S E Pilot Forms 10 eSignatures Unlimited Chat, Email, Phone Support Unlimited Standard User Licenses 1 Submission Manager Save and Continue Visitor Portal Stages, Tags, Assignments Triggers Support, Training, Implementation Annual Cost 6,465 Pilot: Subscription 2 ● In c lu d e d in e ve ry s u b s c rip tio n : ○ Un lim ite d fo rm s u b m is s io n s ○ Un lim ite d o n lin e tra in in g ● 3% d is c o u n t o n 3 ye a r te rm s . ● 5 % d is c o u n t o n 5 ye a r te rm s . ● Pro ra tin g a va ila b le fo r s h o rte r te rm s to m e e t b u d g e t c yc le s . ● Yo u c a n u p g ra d e to a n y tie r a t a n y p o in t with in yo u r s u b s c rip tio n . Notes 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 30 of 60 ● Any of the above can be added to your subscription at any time. ● Fo r a lis t o f o u r a u th o rize d p a ym e n t g a te wa ys re a c h o u t to yo u r Ac c o u n t Exe c u tive . ● To re vie w a n d te s t th e API Do c u m e n ta tio n re a c h o u t to yo u r Ac c o u n t Exe c u tive . ● Co s ts in c lu d e s e tu p o f e a c h a d d o n a s we ll a s a n n u a l m a in te n a n c e a n d s u p p o rt. ● Ea c h in te g ra tio n s u b s c rip tio n c o m e s with a 2 h o u rs o f tra in in g a n d im p le m e n ta tio n to g e t yo u s ta rte d . ● Ea c h in te g ra tio n in c lu d e s a c c e s s to th e p la tfo rm to m a n a g e yo u r in te g ra tio n s . Add – On Pricing P R I C I N G SOFTWARE DESCRIPTION COST/YR Standard User License Us e r Lic e n s e fo r a n y a d m in , d ire c to r, p ro c e s s o r $500 Limited User License Us e r Lic e n s e fo r a n a n a lys t $250 Payment Integration In te g ra tio n with o n e o f o u r a u th o rize d p a ym e n t g a te wa ys . $3,4 5 0 Single Sign On Sin g le Sig n On in te g ra tio n $4 ,9 5 0 Private Labeling Cu s to m s u b d o m a in o n yo u r a c c o u n t $1,9 5 0 API Access API d o c u m e n ta tio n a s we ll a s c h a t & p h o n e s u p p o rt $2,4 5 0 Standard Integration – Go o g le Drive & Go o g le Sh e e ts – Sh a re p o in t – La s e rfic h e (Als o n e e d LF s id e o f in te g ra tio n ) – FTP – Dro p b o x, Bo x.c o m – Po we rBI $6 ,5 0 0 Enterprise Integrations – Ac c e la – Citywo rks – Ca rte g ra p h $13,0 0 0 Software Add – Ons Notes 3 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 31 of 60 P R I C I N G 4 Pricing Additional Users USER TYPE STANDARD LIMITED VISITOR Tools & Features Owner Director Processor Analyst Visitor View, eSign & Submit Forms ✔ ✔ ✔ ✔ ✔ Vie w My Su b m is s io n s ✔ ✔ ✔ ✔ ✔ Vie w As s ig n e d Su b m is s io n s ✔ ✔ ✔ ✔ Us e Sta g e s , Ta g s , As s ig n m e n ts ✔ ✔ ✔ ✔ Cre a te Fo rm s ✔ ✔ ✔ Ma n a g e Po rta ls ✔ ✔ Vie w All Fo rm s with in Gro u p ✔ ✔ Vie w All Ac c o u n t Fo rm s ✔ Ma n a g e Ac c o u n t Us e rs & Pro file ✔ Cost/User/Year $500/user $250/user $0 User Pricing Bulk User Pricing To receive discounts, users must be purchased at one given time. It does not apply to total users. Additional User Licenses Cost/User/Year Number of Users Purchased Standard Limited 1- 9 $500 $250 10 – 19 $450 $230 20 – 29 $425 $210 30 – 39 $400 $200 4 0 – 4 9 $375 $19 0 50+ $300 $15 0 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 32 of 60 GovOS Studio Pricing Guide 2021 Software Subscriptions & Services GovOS, Inc. 6300 Cedar Springs RD Dallas, Texas, 75235 (214) 351- 4800 info@kofile.us 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 33 of 60 Small: Subscription Pricing P R I C I N G – ENTERPRISE Tier 1 Tier 2 Tier 3 Forms 35 90 Unlimited eSignatures Unlimited Unlimited Unlimited Chat, Email, Phone Support Unlimited Unlimited Unlimited Standard User Licenses 1 1 1 Submission Manager Save and Continue Visitor Portal Stages, Tags, Assignments Triggers Support, Training, Implementation Annual Cost $14,479 $27,510 $41,264 Small: Subscription 2 ● In c lu d e d in e ve ry s u b s c rip tio n : ○ Un lim ite d fo rm s u b m is s io n s ○ Un lim ite d o n lin e tra in in g ● 3% d is c o u n t o n 3 ye a r te rm s . ● 5 % d is c o u n t o n 5 ye a r te rm s . ● Pro ra tin g a va ila b le fo r s h o rte r te rm s to m e e t b u d g e t c yc le s . ● Yo u c a n u p g ra d e to a n y tie r a t a n y p o in t with in yo u r s u b s c rip tio n . Notes 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 34 of 60 Small: Subscription Pricing P R I C I N G – D E P A R T M E N T Tier 1 Tier 2 Tier 3 Forms 30 60 Unlimited eSignatures Unlimited Unlimited Unlimited Chat, Email, Phone Support Unlimited Unlimited Unlimited Standard User Licenses 1 1 1 Submission Manager Save and Continue Visitor Portal Stages, Tags, Assignments Triggers Support, Training, Implementation Annual Cost $12,870 $22,523 $33,784 Small: Subscription 3 ● In c lu d e d in e ve ry s u b s c rip tio n : ○ Un lim ite d fo rm s u b m is s io n s ○ Un lim ite d o n lin e tra in in g ● 3% d is c o u n t o n 3 ye a r te rm s . ● 5 % d is c o u n t o n 5 ye a r te rm s . ● Pro ra tin g a va ila b le fo r s h o rte r te rm s to m e e t b u d g e t c yc le s . ● Yo u c a n u p g ra d e to a n y tie r a t a n y p o in t with in yo u r s u b s c rip tio n . Notes 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 35 of 60 ● Any of the above can be added to your subscription at any time. ● Fo r a lis t o f o u r a u th o rize d p a ym e n t g a te wa ys re a c h o u t to yo u r Ac c o u n t Exe c u tive . ● To re vie w a n d te s t th e API Do c u m e n ta tio n re a c h o u t to yo u r Ac c o u n t Exe c u tive . ● Co s ts in c lu d e s e tu p o f e a c h a d d o n a s we ll a s a n n u a l m a in te n a n c e a n d s u p p o rt. ● Ea c h in te g ra tio n s u b s c rip tio n c o m e s with a 2 h o u rs o f tra in in g a n d im p le m e n ta tio n to g e t yo u s ta rte d . ● Ea c h in te g ra tio n in c lu d e s a c c e s s to th e p la tfo rm to m a n a g e yo u r in te g ra tio n s . Add – On Pricing P R I C I N G SOFTWARE DESCRIPTION COST/YR Standard User License Us e r Lic e n s e fo r a n y a d m in , d ire c to r, p ro c e s s o r $500 Limited User License Us e r Lic e n s e fo r a n a n a lys t $250 Payment Integration In te g ra tio n with o n e o f o u r a u th o rize d p a ym e n t g a te wa ys . $3,4 5 0 Single Sign On Sin g le Sig n On in te g ra tio n $4 ,9 5 0 Private Labeling Cu s to m s u b d o m a in o n yo u r a c c o u n t $1,9 5 0 API Access API d o c u m e n ta tio n a s we ll a s c h a t & p h o n e s u p p o rt $2,4 5 0 Standard Integration – Go o g le Drive & Go o g le Sh e e ts – Sh a re p o in t – La s e rfic h e (Als o n e e d LF s id e o f in te g ra tio n ) – FTP – Dro p b o x, Bo x.c o m – Po we rBI $6 ,5 0 0 Enterprise Integrations – Ac c e la – Citywo rks – Ca rte g ra p h $13,0 0 0 Software Add – Ons Notes 4 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 36 of 60 P R I C I N G 5 Pricing Additional Users USER TYPE STANDARD LIMITED VISITOR Tools & Features Owner Director Processor Analyst Visitor View, eSign & Submit Forms ✔ ✔ ✔ ✔ ✔ Vie w My Su b m is s io n s ✔ ✔ ✔ ✔ ✔ Vie w As s ig n e d Su b m is s io n s ✔ ✔ ✔ ✔ Us e Sta g e s , Ta g s , As s ig n m e n ts ✔ ✔ ✔ ✔ Cre a te Fo rm s ✔ ✔ ✔ Ma n a g e Po rta ls ✔ ✔ Vie w All Fo rm s with in Gro u p ✔ ✔ Vie w All Ac c o u n t Fo rm s ✔ Ma n a g e Ac c o u n t Us e rs & Pro file ✔ Cost/User/Year $500/user $250/user $0 User Pricing Bulk User Pricing To receive discounts, users must be purchased at one given time. It does not apply to total users. Additional User Licenses Cost/User/Year Number of Users Purchased Standard Limited 1- 9 $500 $250 10 – 19 $450 $230 20 – 29 $425 $210 30 – 39 $400 $200 4 0 – 4 9 $375 $19 0 50+ $300 $15 0 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 37 of 60 Southwest Michigan Building Authority 7275 West Main Street Kalamazoo MI 49009 269-585-4150 www.swmiba.org MEMORANDUM To: SMBA Board From: Office Manager Date: 5/26/2021 Re: Deck Permit PB21-02-0291 at 10528 N Riverview Dr (Brad Meyers) For the board’s consideration are documents submitted by Mr. Meyers. Further input will be provided by Building Official Reitenour and Chair Farmer, both of whom have been in communication with Mr. Meyers. 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 38 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 39 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 40 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 41 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 42 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 43 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 44 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 45 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 46 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 47 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 48 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 49 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 50 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 51 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 52 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 53 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 54 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 55 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 56 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 57 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 58 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 59 of 60 2021-05-27 Packet Revised 2021-05-26 SMBA Board Packet | Page 60 of 60